Episodes
424
Latest episode
Sep 2026
Language
EN
Money Guide with Sterk Financial is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO. *** Same Trusted Guidance. More Voices. As Sterk Financial continues to grow, our podcast is evolving too. What began as Money Guide with Mary Sterk now becomes Money Guide with Sterk Financial —reflecting the talented team of advisors who help guide our clients every day. You'll hear more perspectives, more expertise, and more conversations from the five women leading the future of our firm. Be sure to subscribe to the new channel so you don’t miss a single minute! Sterk Financial Services (www.sterkfinancialservices.com) is headquartered in Dakota Dunes, SD with a second location in Kansas City. We are a 100% woman-owned firm, led by our Founding Partner, Author & Forbes Award-Winner, Mary Sterk. With a team fiduciary approach, our advisors provide custom designed planning paired with a disciplined investment methodology. We design holistic, cohesive, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/
When you have a person in your life with special needs, there are some unique financial planning methods available to you. In this episode, we dive into effective planning tools for the people that you love. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
What do you want for your wealth? In this episode, we discuss ways to plan, protect and grow your money. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
Don't want to lose your life savings to the nursing home? In this episode, we share ways to effectively plan for long-term care without sacrificing all of your hard-earned assets! Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
What happens when your pension goes away? Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid. Feat Mary Sterk & Jordan Ireland Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
We keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box. How can you keep them all straight? In this episode, we share ways to keep yourself organized with a Personal Document Locator. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
Ever wished you had answers to your financial questions? In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know! Feat Mary Sterk & Kelsey Bankey Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently. Feat Mary Sterk & Jordan Ireland Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes. Feat Kelsey Bankey & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
How should you invest a large amount of money? In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money. Feat Mary Sterk & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
Have you ever worried about your money not lasting during #retirement? In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart! Feat Mary Sterk & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning
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